fud

Binance founder Changpeng Zhao (CZ) has addressed a wave of misinformation circulating across the crypto market over the past few days. In a direct response on social media, CZ clarified several viral claims, calling them false, exaggerated, or taken out of context.
Here are the four major FUD narratives — and the facts behind them.

1. “There’s a $7 Million Polymarket Bet on CZ” — Fake
One of the most widely shared claims suggested that a Polymarket prediction event related to CZ had attracted $7 million in volume.
CZ denied this outright.
According to him:
The event does not exist on PolymarketIt’s not listed on any prediction marketThe claimed trading volume is completely fabricated
CZ added humorously:
“If it did exist, I’d be the first to throw a cake in my own face.”

2. “CZ Canceled the Supercycle” — Not True
Another rumor claimed that CZ had “canceled” the crypto supercycle.
CZ clarified that this is a misinterpretation:
He said he is “less confident than before”He never claimed the supercycle was overHe does not control the market
“If I had that kind of power, I wouldn’t be on Crypto Twitter with you all. I’d be snapping my fingers all day.”

3. “Binance Sold $1 Billion in Bitcoin” — Incorrect
This claim confused user activity with exchange activity.
CZ explained:
Binance did not sell BitcoinBinance users sold BitcoinBinance wallet balances change mainly when users withdraw funds
Many users keep assets on Binance and use it as a wallet even after trading, which often leads to misinterpretation of on-chain data.

4. “SAFU Fund Didn’t Buy Bitcoin” — Misunderstood
CZ reminded the community that Binance stated the SAFU fund would be converted into BTC over a 30-day period.
Key points:
Purchases won’t happen via DEXsBinance is a CEX with the deepest liquidityFunds may be bought gradually and transferred later
He also put the numbers into perspective:
“$1 billion over 30 days compared to Bitcoin’s $1.7 trillion market cap — do the math.”
According to CZ, the move is a confidence gesture, not a market-moving event.

Noise Is Loud, Facts Are Quiet
@CZ ’s message was clear:
FUD spreads faster than factsContext gets lostOn-chain data is often misunderstood
He ended simply:
“Back to building.”
#CZ #FUD

前言：

最近，关于币安的噪音（FUD）再次甚嚣尘上。水军们拿着放大的显微镜，试图从一个巨人的身上寻找裂缝。但如果你是一个在行业里摸爬滚打多年的老兵，你会发现：这些噪音不仅没有新意，反而透露出造谣者的底气不足。

一、 所谓的“监管压力”，其实是币安筑起的合规护城河

水军最喜欢拿监管说事。但事实是：2026 年的币安，已经是全球持牌数量最多、合规标准最严的交易所。

• 硬核反击： 那些指责币安“不合规”的人，请看看 2026 年 1 月 5 日币安在阿布扎比（ADGM）获批的三大监管实体架构。这不是简单的更名，而是彻底的资产隔离和风险对冲。

• 真相： 合规是要交学费的。币安主动选择走出“灰色地带”，接受全球最严苛的审计（如近期完成的 SOC 2 Type II 审计和 ISO 27001 认证）。当其他平台还在监管边缘反复横跳时，币安已经拿到了主流金融世界的入场券。

二、 100% 准备金：数据是 FUD 唯一的解药

水军常攻击“资产安全”。然而，币安的 Proof of Reserves (PoR) 默克尔树证明每个月都在更新。

• 精准驳斥： 截至 2026 年，币安依然维持着 1:1 以上的准备金率。无论市场如何波动，即便在刚过去的 10 月市场剧烈震荡中，币安的提币通道始终丝滑。

• SAFU 基金的魄力： 就在几天前（1 月 30 日），币安宣布将 $10 亿的 SAFU 基金战略性调整为比特币。这不仅是对用户资产的兜底，更是对行业长线发展的顶级背书。这种真金白银的诚意，是键盘侠们永远无法理解的。

三、 为什么“黑”币安成了某些人的职业？

我们要看清 FUD 背后的利益链。

• 流量驱动： 作为行业最大的流量入口，黑币安就意味着流量。

• 竞争驱动： 在 2025 年加密行业“工业化”转型中，那些产品落后、资金短缺的小平台，唯一能做的就是通过水军煽动情绪，试图让散户回流。

• 反向指标： 历史证明，每当 FUD 到达顶峰，往往伴随着币安生态的下一次爆发（如 Launchpool 的造富效应或 BNB Chain 的技术突破）。

四、 给投资者的建议：别在噪音中丢掉筹码

CZ 最近在 AMA 中说得很好：“FUD 伤害的是市场，而不是目标本身。”

那些在评论区批量复制粘贴的水军，并不会为你的亏损买单。真正能保护你资产的，是一个经历过无数轮牛熊、交过巨额罚金依然屹立不倒、且不断接受全球监管机构实时监控的系统性平台。

结语：

噪音总会消失，而基石只会越磨越亮。2026 年，Web3 的下半场才刚刚开始。我们选择站在建设者（Builders）这一边，而不是造谣者。

#BNB #Binance #FUD #cryptotruth #SAFU @CZ @undefined @Yi He @undefined